VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $9.76B
1-Year Est. Return 32.27%
This Quarter Est. Return
1 Year Est. Return
+32.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.4M
3
+$2.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.5M

Top Sells

1
+$7.44M
2
+$1.5M
3
+$1.21M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.17M
5
TGT icon
Target
TGT
+$1.14M

Sector Composition

1 Technology 25.06%
2 Financials 12.02%
3 Healthcare 11.49%
4 Consumer Discretionary 10.84%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$336K 0.07%
8,972
+2,312
327
$336K 0.07%
+12,957
328
$334K 0.07%
28,388
+915
329
$334K 0.07%
1,964
+266
330
$333K 0.07%
1,566
+230
331
$331K 0.07%
8,006
-218
332
$330K 0.07%
+48,409
333
$329K 0.07%
6,694
+446
334
$328K 0.07%
+7,102
335
$327K 0.07%
6,872
+1,106
336
$327K 0.07%
7,743
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337
$326K 0.07%
+11,750
338
$325K 0.07%
+2,050
339
$324K 0.07%
7,785
+956
340
$324K 0.07%
9,344
-56
341
$323K 0.07%
2,123
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342
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1,142
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343
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7,761
+1,044
344
$320K 0.07%
1,513
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345
$319K 0.07%
+15,570
346
$319K 0.07%
3,170
-322
347
$319K 0.07%
1,414
+66
348
$318K 0.07%
4,590
+330
349
$318K 0.07%
3,254
+355
350
$317K 0.07%
22,455
+651
12 13
14
15 16